Your whole desk, under one account.
Add your producers and analysts under one master account, set what each person can see and do, and keep deals and relationships with the firm - one login for the team, full control for you.
Built for lending desks and brokerages.
One place to run the desk.
Permissions per person and per deal, and relationships that stay with the firm.
One master account
Add the whole team under a single account you control.
Permissions per person
Set what each person can see and do, down to the deal.
The firm keeps the book
Deals and relationships stay with the firm when someone moves on.
Master & Sub Accounts questions
Same structure, framed for a lending desk or brokerage - a master account with sub-accounts for each person you add.
Yes. Permissions are set per person and per deal from the master account.
Add as many sub-accounts as your desk needs under the one master account.
Lending desks and brokerages running multiple people under one roof.
Run the whole desk from one account
Add your team, set permissions, and keep the book with the firm.
I am aBasic plan, $0. No credit card, no commissions.